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SM Energy
SM

Overview Fund Activity

260 hedge funds and large institutions have $3.05B invested in SM Energy in 2021 Q4 according to their latest regulatory filings, with 62 funds opening new positions, 88 increasing their positions, 87 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
260
Holders Change
+24
Holders Change %
+10.17%
% of All Funds
4.02%
Holding in Top 10
6
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+20%
% of All Funds
0.09%
New
62
Increased
88
Reduced
87
Closed
37
Calls
$49.5M
Puts
$11.4M
Net Calls
+$38M
Net Calls Change
+$7.12M

Top Buyers

1
Vanguard Group
1
Vanguard Group
Pennsylvania
$407M
2
First Trust Advisors
2
First Trust Advisors
Illinois
$54.1M
3
RRAM
3
River Road Asset Management
Kentucky
$35.4M
4
Millennium Management
4
Millennium Management
New York
$95.6M
5
Assenagon Asset Management
5
Assenagon Asset Management
Luxembourg
$23.8M

Top Sellers

1
State Street
1
State Street
Massachusetts
$182M
2
Russell Investments Group
2
Russell Investments Group
United Kingdom
$35.8M
3
Two Sigma Investments
3
Two Sigma Investments
New York
$4.61M
4
Goldman Sachs
4
Goldman Sachs
New York
$70.8M
5
SPC
5
Slate Path Capital
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Envestnet Asset Management
176
Envestnet Asset Management
Illinois
$553K +$95.4K +3,234 +21%
DCM
177
Dupont Capital Management
Delaware
$552K -$502K -17,045 -48%
AG
178
Algert Global
California
$551K +$278K +9,440 +102%
LPL Financial
179
LPL Financial
California
$536K +$144K +4,895 +37%
FHB
180
First Hawaiian Bank
Hawaii
$535K -$83.7K -2,840 -14%
SAM
181
Shell Asset Management
Netherlands
$527K +$124K +4,201 +31%
Man Group
182
Man Group
United Kingdom
$505K +$505K +17,132 New
GCP
183
GSA Capital Partners
United Kingdom
$503K +$503K +17,063 New
B
184
Bailard
California
$501K -$342K -11,600 -41%
MOACM
185
Mutual of America Capital Management
New York
$489K +$12.7K +431 +3%
DU
186
Delphia (USA)
Ontario, Canada
$486K +$486K +16,500 New
Natixis Advisors
187
Natixis Advisors
Massachusetts
$468K +$33.2K +1,125 +8%
BBVA
188
Banco Bilbao Vizcaya Argentaria
Spain
$444K – – –
CC
189
Capital Counsel
New York
$442K – – –
GCM
190
Graham Capital Management
Connecticut
$425K +$425K +14,438 New
MC
191
Manteio Capital
New Jersey
$413K +$413K +14,011 New
Ohio Public Employees Retirement System (OPERS)
192
Ohio Public Employees Retirement System (OPERS)
Ohio
$376K -$432K -14,663 -53%
ACM
193
Arlington Capital Management
Illinois
$375K +$375K +12,732 New
AIA
194
Allied Investment Advisors
Montana
$351K – – –
TYCC
195
Texas Yale Capital Corp
Florida
$329K – – –
PA
196
Profund Advisors
Maryland
$328K -$53.4K -1,813 -14%
CCIA
197
Campbell & Co Investment Adviser
Maryland
$323K +$323K +10,950 New
Los Angeles Capital Management
198
Los Angeles Capital Management
California
$319K -$51.8K -1,760 -14%
State of Wisconsin Investment Board
199
State of Wisconsin Investment Board
Wisconsin
$312K -$82.4K -2,800 -21%
EI
200
Ethic Inc
New York
$311K +$26K +881 +9%
6 7
8
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